13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
SCIO

FIRST TR EXCHANGE-TRADED FD

83 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D770·83 13F holders·last filed Mar 31, 2026
Market cap
—
— 0.0%
vs prior quarter
13F value held
$217M
70.0% inst. owned
of float
Holders
83
+99 QoQ
filers reporting
Activity
+66 / −26
+807 added · −719 reduced
this quarter
Concentration
22.68%
STRATEGIC PLANNING GROUP, LLC #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported SCIO in Q1 2026. STRATEGIC PLANNING GROUP, LLC leads at 22.7% of the visible book. +99 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STRATEGIC PLANNING GROUP, LLC
CIK 0001875525
$49M2.4M6.89%Q1 202602
MORGAN STANLEY
CIK 0000895421
$26M1.2M0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$19M925K0.01%Q1 202604
Ferguson Shapiro LLC
CIK 0001767433
$17M838K5.27%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$12M568K0.04%Q1 202606
First Heartland Consultants, Inc.
CIK 0001428793
$11M514K0.81%Q1 202607
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
CIK 0002071183
$10M461K5.47%Q1 202608
Capital Investment Counsel, LLC
CIK 0002033609
$9M455K1.29%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$8M388K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M365K0.01%Q1 202611
Beaumont Financial Advisors, LLC
CIK 0001957394
$7M351K0.50%Q1 202612
Delta Investment Management, LLC
CIK 0001757043
$6M296K1.09%Q1 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$6M274K0.09%Q1 202614
Uniting Wealth Partners, LLC
CIK 0002056414
$6M272K1.19%Q1 202615
Brendel Financial Advisors LLC
CIK 0001768065
$5M262K2.67%Q1 202616
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$5M252K0.00%Q1 202617
Snowden Capital Advisors LLC
CIK 0001903055
$4M213K0.12%Q1 202618
FOUNDATIONS INVESTMENT ADVISORS, LLC
CIK 0001743404
$4M202K0.05%Q1 202619
CRUX WEALTH ADVISORS
CIK 0002054270
$3M139K1.10%Q1 202620
DAYMARK WEALTH PARTNERS, LLC
CIK 0001956824
$3M126K0.08%Q1 2026
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